# Custom Activities

Custom activities let you track every type of interaction with your contacts and companies — beyond the built-in emails and meetings. Whether it's a phone call, a lunch, a site visit, or a product demo, you can define your own activity types and log them directly from any record.

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## Why Custom Activities Matter

* **Capture every touchpoint.** Not all interactions happen over email. Calls, lunches, in-person visits, and demos are just as important to track.
* **Standardize your team's workflow.** Define a shared set of activity types so everyone logs interactions consistently.
* **Get a complete picture.** Custom activities appear in the activity feed alongside emails, meetings, and notes — giving you a full timeline of every relationship.

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## Setting Up Activity Types

Activity types are managed from your workspace settings.

{% stepper %}
{% step %}

### Open Activity Types Settings

Go to **Workspace Settings >> Activity Types**.
{% endstep %}

{% step %}

### Add a New Activity Type

Click **"Add activity type"** to create a new type. For each activity type, you can configure:

* **Name** — The label that appears in the activity menu (e.g. "Call", "Lunch", "Site Visit").
* **Icon** — Choose an icon to visually distinguish the activity type.
* **Keyboard shortcut** — Assign a single-key shortcut to log this activity type instantly from any record.
  {% endstep %}

{% step %}

### Save and Start Logging

Once saved, your new activity types will immediately appear in the **"Log activity"** dropdown on all contact, company, and deal records.
{% endstep %}
{% endstepper %}

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## Logging an Activity

You can log a custom activity from any contact, company, or deal record.

1. Open the record and go to the **Activity** tab.
2. Click **"+ Log activity"** and select the activity type from the dropdown — or press the keyboard shortcut directly.
3. Write your notes about the interaction and save.

The activity will appear in the record's timeline with the correct icon and type label.

***

## Managing Activity Types

You can edit or remove activity types at any time from **Workspace Settings >> Activity Types**. You can also access this directly from the activity dropdown by clicking **"Manage activity types"** at the bottom of the menu.

Changes apply workspace-wide — all team members will see the updated activity types immediately.


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